+77.6%
HL vs BB
+104.0%
-26.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.6% |
| 7D | -4.4% | -0.4% | -4.0% | -4.3% |
| 30D | +9.3% | -12.5% | +21.8% | +12.2% |
| 3M | +32.0% | -17.4% | +49.4% | +35.1% |
| 6M | -6.4% | +119.1% | -125.6% | -22.2% |
| YTD | +3.1% | +102.4% | -99.2% | -12.0% |
| 1Y | +77.6% | +98.2% | -20.6% | +44.6% |
| All | +77.6% | +104.0% | -26.4% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling